Retaining existing clients is as important as recruiting new ones. MDRC works extensively with business managers, primarily in the financial services sector, to identify issues of concern to existing clients and to establish ways of ensuring that these issues are managed.

MDRC has worked with many of Europe's major wealth managers on measuring client satisfaction and identifying areas in the product range, or elements of service delivery that no longer meet clients' expectations.

Independently, MDRC gathers data from individuals on the performance of firms operating in retail financial services. From this data MDRC is able to benchmark the performance of individual firms and their peer groups.